TWD
CADE

True Wealth Design’s Cadence Bank CADE Stock Holding History

True Wealth Design’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$76 – 2607
2025
Q3 		$76 Hold
2
– – ﹤0.01% 2502
2025
Q2 		$64 Sell
2
-9
-82% -$270 ﹤0.01% 2336
2025
Q1 		$334 Buy
+11
New +$364 ﹤0.01% 1729

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

True Wealth Design's CADE Position: Q4 2025 in Review

True Wealth Design sold out of Cadence Bank (CADE) in Q4 2025, closing a stake of 2 shares — an estimated $76 sold.

True Wealth Design first reported a position in CADE in Q1 2025 and held it in 3 quarters. The position peaked at $334 in Q1 2025. 416 funds tracked by Wall St. Rank hold CADE as of Q4 2025.

  • True Wealth Design reported no remaining Cadence Bank position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 2 Cadence Bank shares in Q4 2025, an estimated $76.
  • True Wealth Design first reported a position in Cadence Bank in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Cadence Bank position peaked at $334 in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.